Burford Brothers’s S&P Global SPGI Stock Holding History

Burford Brothers’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Sell	749 -45	-6%	-$20.9K	0.13%	131
2025 Q4	$415K	Sell	794 -1	-0.1%	-$495	0.17%	113
2025 Q3	$387K	Hold	795	–	–	0.17%	116
2025 Q2	$419K	Buy	795 +1	+0.1%	+$499	0.19%	111
2025 Q1	$403K	Buy	794 +22	+3%	+$11.2K	0.2%	110
2024 Q4	$385K	Hold	772	–	–	0.19%	111
2024 Q3	$399K	Hold	772	–	–	0.21%	106
2024 Q2	$344K	Hold	772	–	–	0.2%	110
2024 Q1	$328K	Buy	772 +23	+3%	+$9.97K	0.22%	117
2023 Q4	$330K	Buy	+749	New	+$296K	0.23%	108

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Burford Brothers's SPGI Position: Q1 2026 in Review

Burford Brothers reduced its S&P Global (SPGI) stake by 5.7% in Q1 2026, selling an estimated $20.9K and leaving 749 shares worth $319K. The position accounts for 0.13% of the portfolio, ranked #131.

Burford Brothers first reported a position in SPGI in Q4 2023 and has held it in 10 quarters since. The position peaked at $419K in Q2 2025. 2,106 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Burford Brothers held 749 shares of S&P Global worth $319K as of Q1 2026.
Burford Brothers sold 45 S&P Global shares in Q1 2026, an estimated $20.9K.
S&P Global made up 0.13% of Burford Brothers's portfolio in Q1 2026, its #131 holding.
Burford Brothers first reported a position in S&P Global in Q4 2023 and has held it in 10 quarters since.
Burford Brothers's S&P Global position peaked at $419K in Q2 2025.
2,106 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.